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Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI -- Ignore unavailable to you. Want to Upgrade?


To: Henry D who wrote (297)2/2/1999 7:08:00 PM
From: spiny norman  Read Replies (1) | Respond to of 388
 
2 questions for the thread:

1) Yesterdays recommendations by Brent Hoddess included both PLAB and DPMI. Although I was disappointed not to see MASK, I figured that MASK is just too small and illiquid for his firm to recommend. Is this conclusion reasonable?

2) biz.yahoo.com

I thought the OPC was interesting news. I know that OPC and phase shifted masks typically generate higher prices/margins, but I was also wondering if perhaps these techniques might result in more masks being needed than with existing techniques?

Can OPC/PSM techiniques simply be used to "shrink" existing masks 1 to 1, or (due to some transformation limitations in what can be done with complex patterns) would several simpler masks need to be overlaid?

regards